Zoho Books Cloud Accounting Software Diploma

Name: Zoho Books Cloud Accounting Software Diploma
Rating: 4.1 (24 reviews)

Master in Zoho Books for Efficient Accounting

Created byChanna Wanigasinghe BCS (PGD) UK, CIMA Adv Dip,MAAT, Systems Consultant

Last updated 5/2026

English

What you'll learn

University students
Small business owners
Accounting professionals
Anyone looking to upskill in financial software

Course content

10 sections • 76 lectures • 14h 28m total length

Introduction to Diploma in Zoho Books Cloud Accounting Software1:46
Register for Zoho Books8:11

Create Customers5:22
Customer List2:28
Customer Quotes6:45
Customer Quotes - Clone1:25
Cloning Quotes
You can create a duplicate copy of a quote by cloning it. As soon as you clone, it will be open as a new quote with the fields auto-populated with information from the previous quote.
To clone a quote:
Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
Select the quote you wish to clone.
Click the More dropdown and select Clone. Immediately, a new quote creation page opens with data auto-populated from the previous quote.
Edit the quote and click Save as Draft or Save and Send.
OR
Click Cancel to cancel cloning.
Customer Quote - Status6:33
In Zoho Books, a quote's status indicates its current stage in the sales process, with common statuses including Draft, Sent, Accepted, Declined, Invoiced and Expired. You can view and manage these statuses from the Quotes module, and also set up customer portals for customers to accept or decline quotes directly. The status changes automatically or manually as you interact with the quote and the customer.
List of Quotes5:15
Import Quotes8:09
Save time by importing customer quotes directly into Zoho Books! Learn how to streamline your process and manage quotes with ease.
Accept Quotes From Customer Portal11:23
Learn how your customers can easily accept quotes directly from the Customer Portal in Zoho Books. In this video, we’ll walk you through the step-by-step process of enabling the portal, sharing quotes, and how customers can review and accept them seamlessly. Make your sales process faster, transparent, and more professional with this simple yet powerful feature.
Create Invoice0:54
Learn how to create professional invoices in Zoho Books quickly and easily. This video guides you step-by-step through adding customer details, selecting products or services, applying taxes, and sending the invoice directly to your clients. Simplify your billing process and get paid faster with Zoho Books!
Create Invoice – Manual Method12:19
Create Invoice - Import Invoices Part 110:48
Create Invoice - Import Invoices Part 210:55
Create Invoice - Import Invoices (Practice Question)1:42
Record Payments Received in Zoho Books4:48
Record Payment5:59
Payments Received Vs Record Payment4:59
Credit Notes - Direct Method8:46
Credit Notes - Convert From Invoice Method4:22
Credit Notes - Import Method6:46
Advance Payment3:21
Bank Charges in Payments Received4:49
Import Receipt11:03
One Invoice Multiple Receipts2:52
One Receipt Multiple Invoices2:52
Over Payment5:54
Partial Payment4:04
Void Invoices7:54
Recurring Invoice8:38
Sales Order6:52

Requirements

No prerequisites

Description

Are you looking to gain practical expertise in Zoho Books and simplify your accounting processes? This Diploma Course in Zoho Books Accounting Software is designed to help accounting professionals, business owners, freelancers, and students develop essential skills in managing financial transactions efficiently.

This course covers everything from setting up your Zoho Books account to handling invoices, tracking expenses, managing customers and vendors, performing bank reconciliation, and generating financial reports. You'll also learn how to automate tasks and integrate Zoho Books with other business applications to improve efficiency.

Key Learning Outcomes:

* Understand the fundamentals of Zoho Books and its core features
* Set up and customize Zoho Books for different business needs
* Create and manage customers, vendors, invoices, and payments
* Track expenses, categorize transactions, and automate workflows
* Perform bank reconciliation to ensure accurate financial records
* Generate detailed financial reports for better decision-making
* Learn tax compliance and GST/VAT setup in Zoho Books

Why Enroll?

* Beginner-Friendly: No prior experience required
* Hands-On Training: Real-world examples and practical exercises
* Career Advancement: Earn a certificate to boost your resume
* Self-Paced Learning: Lifetime access to course materials

By the end of this course, you’ll have the confidence to use Zoho Books like a pro and enhance your accounting skills.

Enroll now and start your journey to mastering Zoho Books today!

Who this course is for:

This Certificate Course in Zoho Books Accounting Software is designed for individuals who want to gain practical expertise in managing business finances using Zoho Books. Whether you are a beginner or an experienced professional, this course will provide valuable insights to enhance your accounting skills.

Zoho Books Cloud Accounting Software Diploma

What you'll learn

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Course content

Introduction2 lectures • 10min

Items5 lectures • 13min

Sales29 lectures • 2hr 58min

Purchases16 lectures • 1hr 16min

Tax1 lecture • 1min

Banking1 lecture • 2min

Accountant8 lectures • 40min

Reports5 lectures • 18min

Quote Approvals4 lectures • 29min

Tutorial 015 lectures • 8hr 21min

Requirements

Description

Who this course is for: